This allocator's name and 9 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Corporate pension in Ohio
Corporate pension, based in Akron, Ohio, for 210 participants.
Composed from this allocator's classification, location and filed figures.
- Funded ratio
- 104.3%
- Fund commitments
- 4
Nothing material in the last 90 days. Last change: 31 Dec 2025, Changed investment consultant to Clearstead.
Capital path
who backs this record, through what, into what; each name opens its own path- Prin Ldi Intrm Dur Sep Acct-Z3 commitments
- Prin Liquid Assets Sep Acct-Z3 commitments
- Prin Ldi Long Duration Sa-Z3 commitments
- Principal12 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Pooled separate accounts 89.9%
- Registered investment companies 10.1%
- Clearstead Investment adviser (plan)through May 31, 2025 Form 5500
- Principal Financial Group Actuarythrough Dec 31, 2022 Form 5500
- Principal12 rows, latest Dec 31, 2024
- Dec 31, 2025Consultant changedinferencewith Clearsteadaskebsa.dol.gov
- May 31, 2025Assets changeddown $4.2Maskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 14 pointsaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $1.4Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Prin Ldi Intrm Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $173,015 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Ldi Long Duration Sa-Zseparate account | Principal | Fixed income | $1.6M held | Disclosed holding | askebsa.dol.gov |
+9 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to May 31, 2025 | 210 | Not disclosed | Not disclosed | n/a | $0 | Not disclosed | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 209 | $4.6M | $4.7M | 104.3% | $4.2M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 217 | $4.6M | $4.9M | 104.4% | $4.6M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 222 | $6.1M | $5.0M | 118.4% | $4.6M | Not disclosed | Not disclosed | Not disclosed |
- Principal Life Insurance Company codes 13 50 64 $41,745 PY2025
- Clearstead Advisors,llc codes 27 50 $6,180 PY2025
- Prin Liquid Assets Sep Acct-Z Sched. D P PY2025
+21 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Provenance
Not yet on record: assets, managers.
Record history
- Funded status changed2023-01-01source
- Consultant changed2025-12-31source
- Total assets changed2025-05-31source
+1 more change on this record's ledger
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+3 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.